+1,926.7%
XOM vs TD
+7,715.7%
-5,789.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.4% | +2.7% |
| 7D | 0.0% | -1.9% | +2.0% | +0.8% |
| 30D | +3.4% | -1.6% | +5.0% | +4.0% |
| 3M | +11.0% | +4.6% | +6.4% | +8.5% |
| 6M | +10.6% | +26.8% | -16.2% | -0.8% |
| YTD | +39.2% | +28.3% | +10.9% | +24.1% |
| 1Y | +52.7% | +60.4% | -7.7% | +23.8% |
| 3Y | +56.8% | +125.7% | -68.9% | +8.9% |
| 5Y | +261.8% | +122.4% | +139.4% | +152.1% |
| 10Y | +191.3% | +297.1% | -105.8% | +64.5% |
| All | +1,926.7% | +7,715.7% | -5,789.0% | +471.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling